Forum Financial Management’s Dimensional US Real Estate ETF DFAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.44M | Sell |
402,347
-43
| -0% | -$1.01K | 0.14% | 34 |
|
|
2025
Q1 | $9.56M | Sell |
402,390
-1,348
| -0.3% | -$32K | 0.16% | 36 |
|
|
2024
Q4 | $9.39M | Sell |
403,738
-6,708
| -2% | -$156K | 0.16% | 38 |
|
|
2024
Q3 | $10.5M | Sell |
410,446
-9,889
| -2% | -$254K | 0.18% | 33 |
|
|
2024
Q2 | $9.29M | Sell |
420,335
-95
| -0% | -$2.1K | 0.17% | 32 |
|
|
2024
Q1 | $9.41M | Buy |
420,430
+4,948
| +1% | +$111K | 0.16% | 37 |
|
|
2023
Q4 | $9.45M | Sell |
415,482
-40,595
| -9% | -$923K | 0.18% | 31 |
|
|
2023
Q3 | $8.9M | Sell |
456,077
-48,506
| -10% | -$947K | 0.2% | 27 |
|
|
2023
Q2 | $10.9M | Sell |
504,583
-363,717
| -42% | -$7.83M | 0.24% | 25 |
|
|
2023
Q1 | $18.7M | Sell |
868,300
-17,405
| -2% | -$374K | 0.54% | 19 |
|
|
2022
Q4 | $18.7M | Buy |
885,705
+574,919
| +185% | +$12.2M | 0.62% | 19 |
|
|
2022
Q3 | $6.39M | Buy |
310,786
+254,682
| +454% | +$5.24M | 0.31% | 25 |
|
|
2022
Q2 | $1.3M | Buy |
+56,104
| New | +$1.3M | 0.07% | 98 |
|